Filter, Save, and Share Priority Deal Lists

Build a list of the deals that matter right now, save it, and put it in front of your team.

Filter by Expected Close Date

1. Go to Deals and enable the Expected Close column.
2. Click the funnel icon.
3. Set the Expected Close Date filter to a date range or pick one of the preset options.
4. Sort by Expected Close Date, ascending, so the most urgent deals come first.
5. Click Save List and name it — "Closing This Month", for example.

Filter by Deal Amount

1. Go to Deals and filter the Amount column.
2. Set the range you want — $50,000 to $100,000, for example.
3. Use the sort arrows to order the results.
4. Click Save List to keep the view.

The same approach works for any deal column — Stage, Owner, Days Since Last Activity, and the rest.

Star a Saved List

1. Open your saved list from the left sidebar.
2. Click the Star icon next to the list name.

Starred lists appear on your home dashboard and in your daily email digest — see Turn On Your Activity and Usage Reports.

Share a List with Your Team

1. Open the saved list you want to share.
2. Click the link icon in the top right corner of the list.
3. Turn the privacy setting on.
4. Select the users or groups to share it with.

Sharing a list shares the layout — the columns, filters, and sort — not the records. Each person still sees only the deals they already have access to, so two people can open the same shared list and see different rows.

For the full rules on sharing, transferring, and who keeps access, see Share List Views, Dashboards, and Reports.

Need help? Contact support at customercare@pipelinecrm.com.